Account Coordinator, Healthcare

Insidesource DEI Statement

By nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to “unleash human and business potential.” We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.
 

• Create accurate and complete client proposals, to include new customer set up, entry/import of specifications, pricing, classification, and revenue codes.
• Generate purchase orders upon receipt of required documentation and/or deposit per current process.
• Ensure orders are entered promptly and reviewed for accuracy and completeness before being sent to the manufacturers/vendors.
• Work with vendors and internal project teams to reconcile acknowledgement discrepancies and manage timely ship dates based on project requirements.
• Create and publish customer status reports.
• Coordinate delivery/install dates with vendors, Operations, clients, and Project Managers (depending on work scope).
• Obtain punch list, enter into business system, communicate with vendors, expedite and coordinate follow-up on service through completion.
• Assist with project management responsibilities as needed, to include spec checks and punch ID/resolution.
• Ensure factory interface is on-going and that orders are monitored, projected ship dates meet project schedule requirements, that all acknowledgements are checked and discrepancies followed up on, and that orders are closed out in a timely and responsible manner.

• Carry out requested tasks to support efforts of individual sales representatives and Account Managers.
• Serve as a hub of communication and information to other cross-functional teams (Design, Project Management, Finance and Operations).
• Ensure that all communication with internal and external customers is timely, accurate, and meets customer requirements for information and order status.
• Participate in vendor and dealer training programs and activities for on-going professional growth and development.

• Exemplify Insidesource values of Team First, Client Led, Change Makers, Experience Focused.
• Participate in All Company Meetings and Regional Town Halls.
• Embody diversity, equity, and inclusion in our Insider community and business practices.

• None

• Customer Service work experience – preferred.
• Experience with dealership business systems- preferred.
• Furniture industry experience – preferred.
• Proficiency in Microsoft Office software (Excel, Word, Outlook, etc.).
• Ability to learn and apply technical skills in dealership business system and 20/20 software.
• Understanding of the complexities and sophistication required to thrive in the dealer environment.
• Fluid interpersonal skills to interact effectively with a wide range of customers, vendors, personnel, and departments.
• Ability to see the big picture and integrate into day-to-day tasks and activities.
• Excellent and effective oral and written communication.
• Prior experience successfully managing multiple projects simultaneously in a fast-paced work environment.
• Excellent analytical and problem-solving skills.
• Strong organizational and administrative skills.
• Experience in customer service required.
• Demonstrated commitment to professionalism, integrity, and sound judgment in business transactions, and to providing the highest level of customer satisfaction.